ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $15,795,000 | -19.3% | 420,196 | -19.5% | 0.61% | -27.5% |
Q3 2019 | $19,582,000 | +9.4% | 521,777 | +7.4% | 0.84% | +3.8% |
Q2 2019 | $17,899,000 | +30.0% | 485,738 | +29.0% | 0.81% | +18.6% |
Q1 2019 | $13,765,000 | +7.2% | 376,611 | +3.1% | 0.68% | -13.1% |
Q4 2018 | $12,845,000 | +27.2% | 365,136 | +34.3% | 0.79% | +12.0% |
Q3 2018 | $10,095,000 | +8.8% | 271,874 | +11.4% | 0.70% | -10.7% |
Q2 2018 | $9,275,000 | +37.1% | 244,150 | +34.1% | 0.79% | -2.4% |
Q1 2018 | $6,766,000 | +59.2% | 182,034 | +60.9% | 0.80% | +1.1% |
Q4 2017 | $4,251,000 | – | 113,132 | – | 0.80% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |